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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,323 | $50,554-89.5% | $67,681-92.1% | $87,485-93.9% |
| Participation rate | 64.3% | 67.7%-3.4pp | 73.7%-9.4pp | 68.9%-4.6pp |
| Annual return | 0.00% | 17.81%-17.8pp | 590.58%-590.6pp | 26.06%-26.1pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,790 | $2,961+28.0% | $3,976-4.7% | $4,274-11.3% |
| Admin fee / account holder | $89 | $4,132-97.9% | $6,100-98.5% | $7,775-98.9% |